Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
829
+5
+0.6% +$1.66K 0.02% 575
2025
Q1
$287K Buy
824
+162
+24% +$56.5K 0.02% 440
2024
Q4
$224K Sell
662
-40
-6% -$13.5K 0.02% 485
2024
Q3
$220K Buy
+702
New +$220K 0.02% 425
2024
Q2
Sell
-694
Closed -$214K 465
2024
Q1
$214K Buy
+694
New +$214K 0.02% 418